Balchem Corporation (BCPC)vsPPG Industries Inc (PPG)
BCPC
Balchem Corporation
$164.39
-1.37%
BASIC MATERIALS · Cap: $5.44B
PPG
PPG Industries Inc
$105.50
+0.43%
BASIC MATERIALS · Cap: $24.39B
Smart Verdict
WallStSmart Research — data-driven comparison
PPG Industries Inc generates 1412% more annual revenue ($16.42B vs $1.09B). BCPC leads profitability with a 15.1% profit margin vs 9.6%. PPG appears more attractively valued with a PEG of 1.61. BCPC earns a higher WallStSmart Score of 58/100 (C).
BCPC
Buy58
out of 100
Grade: C
PPG
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-38.1%
Fair Value
$129.34
Current Price
$164.39
$35.05 premium
Margin of Safety
-1.4%
Fair Value
$129.29
Current Price
$105.50
$23.79 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Strong operational efficiency at 20.8%
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Expensive relative to growth rate
Expensive relative to growth rate
Earnings declined 1.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : BCPC
The strongest argument for BCPC centers on Altman Z-Score, Debt/Equity, Operating Margin. Profitability is solid with margins at 15.1% and operating margin at 20.8%. Revenue growth of 11.2% demonstrates continued momentum.
Bull Case : PPG
The strongest argument for PPG centers on Altman Z-Score, P/E Ratio, Price/Book.
Bear Case : BCPC
The primary concerns for BCPC are P/E Ratio, PEG Ratio.
Bear Case : PPG
The primary concerns for PPG are PEG Ratio, EPS Growth.
Key Dynamics to Monitor
BCPC profiles as a mature stock while PPG is a value play — different risk/reward profiles.
PPG carries more volatility with a beta of 1.06 — expect wider price swings.
BCPC is growing revenue faster at 11.2% — sustainability is the question.
PPG generates stronger free cash flow (446M), providing more financial flexibility.
Bottom Line
BCPC scores higher overall (58/100 vs 57/100), backed by strong 15.1% margins and 11.2% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Balchem Corporation
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Balchem Corporation develops, manufactures, and markets specialty ingredients and performance products for the nutritional, food, pharmaceutical, animal health, medical device sterilization, plant nutrition, and industrial markets in the United States and internationally. The company is headquartered in New Hampton, New York.
PPG Industries Inc
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
PPG Industries, Inc. is an American Fortune 500 company and global supplier of paints, coatings, and specialty materials. With headquarters in Pittsburgh, Pennsylvania, PPG operates in more than 70 countries around the globe.
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